CALDEIRÃO DE BOLSA

Não. Eu coloco os artigos que me parecem interessantes, mesmo que discorde deles. E repara que o Cramer não está bullish. Mas também não está bearish. Acha que não é de confiar nem nas subidas nem nas quedas.

Um abraço,
Ulisses

Ulisses, uma pergunta: quando colocas um artigo aqui é porque concordas com ele? Se percebi bem, nas alturas de maior negativismo é que aparecem as boas oportunidades (não referido no artigo). Partilhas desta opinião?

Também foi em Setembro....

...de 2008, que as bolsas registraram perdas avultadas (a crise financeira e a falência do Lehman Brothers levou o S&P a caír 30% em 3 semanas).

"Too Much Negativity Is a Mistake"
By Jim Cramer
| Sep 08, 2011 |
7:03 AM EDT |

" Too gloomy? That's what I am thinking these days when I talk to executives and fund managers and stock traders. Everyone has succumbed to an overwhelming sense that Europe has to bring down the world, and that the United States is unmoored and unwilling or unable to lead.

Moreover, no one -- including me -- expects anything from the president tonight. We've been too bashed into believing the guy is anti-business even if he actually doesn't hate capitalism. In fact, I don't know a soul anymore who doesn't think the president favors a socialized state, a la the struggling Europeans.

We're all waiting for the collapse in the euro, which we all know is untenable, to bring down the world.

But what if it doesn't?

Forget the president and his speech. By tomorrow you will have, believe me. Forget the Fed. They can buy all they want. Hasn't mattered. Just consider this: a China that doesn't tighten, a consumer that won't quit, a tech seasonality that always kicks in and a group of multinationals with incredibly low P/Es and decent dividends when the competition is earning less than 2%.

To me that's a recipe not for an explosion upward, but for a range, where Europe kills us one day, but we are brought back to life by China and by broader trends that won't quit, trends including better-than-expected earnings on top of lowered estimates and the gloom that shrouds all.

I don't like the market after a big rip. You and I know that's been a sucker's game ever since the plateau.

But to be as negative, in September, when seasonality for tech kicks in, when the holiday inventory build is going strong, from what I hear, and when China might be done tightening?

Seems wrong to me."

(in www.realmoney.com)